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Technology Stocks : Silicon Valley Group
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To: Sam Citron who wrote (822)8/21/1997 6:37:00 PM
From: Cary Salsberg   of 2946
 
Sam,

RE: "AMAT's choice to demonstrate tool integration using ASMLF system in a pilot plant is a particularly telling market signal in my view."

I don't understand the significance of the "pilot plant" and the choice of the ASMLF system. My most cynical take is that this is a marketing ploy and the ASMLF tool is best suited for the "mickey mouse" wafer processing that will occur in a demo plant.

The market has chosen ASMLF because they have clear earnings visibility and excellent prospects.

I don't believe that these are new inputs with respect to SVGI. SVGI is still in a position to determine its future. The 0.15 micron issue could very well be a key to the next cycle, but the "optical approach" is the only one currently presented by Nikon, Canon, ASMLF, and SVGI.

Cary
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